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<h1>Creating a conditional format using simple thresholds</h1>
<p>Simple thresholds are thresholds defined for a metric based on itself 
 or another metric with range expressions (greater than, less than, between, 
 top, bottom). Simple thresholds consist of one expression; for example, 
 one threshold can calculate a revenue that is greater than $10,000.</p>
<p>You can create your own simple thresholds and corresponding formatting 
 options on your document. For example, if you want all revenue values 
 over $50,000 formatted in a red, Arial font, you can create and format 
 a threshold for that range. On the same report, you can have all revenue 
 values below $10,000 appear as an image of an arrow pointing down. </p>
<h2>To create a conditional format using simple thresholds</h2>
<ol type="1" class="whs1">
	
<li class=p><p>Open the document in <span style="font-weight: bold;"><B>Design 
 </B></span>or <span style="font-weight: bold;"><B>Editable Mode</B></span>.</p></li>
	
<li class=p><p>Right-click a metric in the document layout area, select 
 <span style="font-weight: bold;"><B>Conditional Formatting</B></span>, and select 
 <span style="font-weight: bold;"><B>Simple</B></span>. The Simple Threshold Editor 
 opens.</p></li>
</ol>
<h3 class="whs2">Specify the threshold's qualifications</h3>
<p class="whs3">The first step in creating a threshold is 
 to specify its qualifications. Examples of qualifications include Top 
 5% of Daily Revenue or Profit over $40,000.</p>
<ol start="3" type="1" class="whs1">
	
<li style=" color: #000000; " class=p><p class="whs4">From 
 the Type drop-down list, select the type of qualification to use for the 
 threshold. For example, if you are creating a 'Daily Revenue greater than 
 $40,000,' select Value from the drop-down menu. This ensures that the 
 threshold is based on an actual value, in this case, $40,000. If you wanted 
 to create a threshold for the 'Top 5% of Daily Revenue,' you would select 
 Highest %.</p></li>
	
<li style=" color: #000000; " class=p><p class="whs4">From 
 the <span style="font-weight: bold;"><B>Based on</B></span> drop-down list, select 
 whether the threshold parameters are based on the metric <span style="font-weight: bold;"><B>Itself</B></span> 
 or on another metric on the report. For example, to ensure that the threshold 
 simply highlights Daily Revenue values over $50,000, select <span style="font-weight: bold;"><B>Itself</B></span><span 
 style="color: #ff0000;"> <font color=red ></font></span>from the drop-down list since the metric 
 is not being compared to any other metric.<span style="color: #ff0000;"> 
 <font color=red ></font></span></p></li>
	
<li style=" color: #000000; color: #000000; " class=p><p class="whs4"><span 
 style="color: #000000;"><font color=black >Notice the horizontal threshold bar in the Simple 
 Threshold Editor. This is the threshold bar in which you define different 
 ranges of values and format your new threshold(s). You use sliders to 
 create different ranges of values and determine how each range is formatted. 
 Each slider on the bar represents a different threshold. You add and move 
 sliders along the threshold area to define different thresholds. For example, 
 suppose you want to view two different thresholds for the Daily Revenue 
 metric: one threshold to highlight revenue data above $40,000 and another 
 threshold to highlight revenue data less than $10,000.</font></span></p></li>
	
<li style=" color: #000000; color: #000000; " class=p><p class="whs4"><span 
 style="color: #000000;"><font color=black >Drag the cursor over the threshold bar. A small 
 pop-up menu is displayed, as shown below.</font></span></p></li>
</ol>
<p class="whs5"><img src="images/thresholdslidermenu.gif" x-maintain-ratio="TRUE" width="126px" height="27px" border="0" class="img_whs6"></p>
<ol start="7" type="1" class="whs1">
	
<li style=" color: #000000; " class=p><p class="whs4">Do 
 one of the following:</p></li>
	<ul type="disc" class="whs7">
		
<li style=" color: #000000; " class=p><p class="whs4">In 
 the pop-up menu, click the <span style="font-weight: bold;"><B>New Threshold</B></span> 
 <img src="images/thresholdslider.gif" x-maintain-ratio="TRUE" width="13px" height="19px" border="0" class="img_whs8">icon. 
 A slider is added to the threshold bar; the slider's initial location 
 differs depending on the kind of qualification you specified previously. 
 </p></li>
		
<li style=" color: #000000; " class=p><p class="whs4">Click 
 the <span style="font-weight: bold;"><B>Add Condition</B></span> link. Type a 
 number in the <span style="font-weight: bold;"><B>Add Condition</B></span> field 
 and press <span style="font-weight: bold;"><B>Enter</B></span>. For example, 
 type 40000 to create a slider for $40,000.</p></li>
	</ul>
</ol>
<p class="whs5"><span style="font-weight: bold;"><B>Note</B></span>: 
 The number that appears on the slider depends on what you selected in 
 the Type and Based On lists.</p>
<ol start="8" type="1" class="whs1">
	
<li class=p><p>Add and shift additional sliders as necessary. For example, 
 in the scenario described above, you must add another slider to the threshold 
 bar to represent revenue data less than $10,000. </p></li>
	
<li class=p><p>To delete all of the sliders from the bar, click the 
 <span style="font-weight: bold;"><B>Remove All</B></span> link at the top of 
 the Simple Threshold Editor. </p></li>
</ol>
<h3 class="whs2">Specify the formatting for the threshold</h3>
<p class="whs3"><span style="margin-left: 0px;">A</span>fter 
 you define the threshold conditions, you must specify a format for the 
 threshold(s). This is the step in which you consider such questions as 
 &quot;How should the revenue data that is above $40,000 be highlighted 
 on the report? Should the values be formatted with a different color and 
 font? Should they be replaced by text or a symbol? &nbsp;</p>
<ol start="10" type="1" class="whs1">
	
<li class=p><p class="whs9">The area between two sliders 
 on the threshold bar represents the range between two values. Do one of 
 the following:</p></li>
	<ul type="disc" class="whs7">
		
<li class=p><p>Drag the cursor over the threshold slider to format. 
 In the pop-up menu that opens, select the <span style="font-weight: bold;"><B>Format</B></span> 
 <img src="images/thresholdformat.gif" x-maintain-ratio="TRUE" width="18px" height="16px" border="0" class="img_whs10"> 
 icon. The Format dialog box opens.<br>

		<br>

		OR<br>
&nbsp;</p></li>
		
<li class=p><p>Double-click a specific area of the threshold bar 
 to format that threshold range. The Format dialog box opens.</p></li>
	</ul>
	
<li class=p><p class="whs9">Specify a name for the threshold 
 in the <span style="font-weight: bold;"><B>Name</B></span> field, if desired. 
 </p></li>
	
<li class=p><p>To replace the threshold values with text, an image, 
 or a quick symbol, select the <span style="font-weight: bold;"><B>Replace 
 Data</B></span> check box and select one of the following from the drop-down 
 list. </p></li>
	<ul type="disc" class="whs7">
		
<li class=p><p><span style="font-weight: bold;"><B>Replace Text</B></span>: 
 This allows you to replace data with any text you specify. For example, 
 a report shows the financial values of various sales opportunities. For 
 those sales opportunities that have been lost, you might display the word 
 LOST in red, rather than displaying the financial value. A common use 
 of this option is to display the word EMPTY when a data value is null. 
 </p></li>
	</ul>
</ol>
<p class="whs11">If you select this option, type the text 
 with which to replace the values in the corresponding text field. </p>
<ul type="disc" class="whs7">
	<ul type="disc" class="whs7">
		
<li class=p><p><span style="font-weight: bold;"><B>Quick Symbol</B></span>: 
 This allows you to replace the normally displayed data with a common symbol; 
 for example, in a report showing the financial contribution of various 
 sales groups to overall sales office activity, for the monthly trend column 
 you could show either a green plus + or a red minus – symbol to represent 
 positive or negative contribution trends. </p></li>
	</ul>
</ul>
<p class="whs11">If you select this option, select the symbol 
 with which to replace the values from the corresponding drop-down menu. 
 </p>
<ul type="disc" class="whs7">
	<ul type="disc" class="whs7">
		
<li class=p><p><span style="font-weight: bold;"><B>Image</B></span><span>:</span> 
 This allows you to replace the normally displayed data with an image, 
 such as an arrow or green dot. Specify the path to the image by using 
 the Web Services folder location of the image.</p></li>
	</ul>
</ul>
<ol start="14" type="1" class="whs1">
	
<li class=p><p>To format the threshold values by adjusting the font, 
 color, alignment, and other options, make the appropriate selections within 
 the Font, Number, Alignment, and Color and Lines tabs.</p></li>
	
<li class=p><p>Once you are finished formatting the threshold values, 
 select <span style="font-weight: bold;"><B>Apply</B></span> to apply the changes 
 to the threshold bar.</p></li>
</ol>
<p class="whs5">OR</p>
<p class="whs5">Select <span style="font-weight: bold;"><B>OK</B></span> 
 to apply the changes and close the dialog box.</p>
<p class="whs5"><span style="font-weight: bold;"><B>Notes</B></span>:</p>
<ul type="disc" class="whs7">
	
<li class=p><p class="whs5">If the <span style="font-weight: bold;"><B>Auto-Apply 
 changes</B></span> check box is selected, your formatted thresholds are already 
 visible on your report. </p></li>
	
<li class=p><p class="whs5">The text sample on the left 
 of the threshold pop-up menu <img src="images/thresholdslidermenu.gif" x-maintain-ratio="TRUE" width="126px" height="27px" border="0" class="img_whs6"> presents an example of the formatting you 
 specified for the threshold.</p></li>
</ul>
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